Summary

This article describes the manager-level actions available through the actions menu. 

Table of Contents

The Fountayn clinical research platform provides certain manager-level actions that are dependent on the manager being viewed, and the role it is accessed from. These are located in the dropdown menu located at the top of each manager table. These actions are differentiated from those available in the green Actions menu in that they are applicable to individual or groups of records represented by the table. This article describes how to execute these actions, and provides further detail for those actions requiring special explanation in the sub-articles contained within.

Finding the Actions Menu

The actions menu can be found in the same location on each of the manager tables that are displayed both on the manager pages as well as any form summaries found in the Casebook. See the image below for reference.

Executing Actions

All actions found in these menus are executed in the same manner. What differentiates these actions from those found in the green Actions tab is the ability to apply them to individual or to multiple selected records.

  1. On the Manager Table, click the checkbox beside one or all entries you wish to apply the action to.
  2. In the dropdown menu at the top of the table, select the action you wish to apply.
  3. A second dropdown menu will appear to the right. Select ‘Checked Rows’ or ‘All Filtered Rows’.
  4. Click the ‘Go!’ button to the right of the second dropdown menu.

At this point, many actions will be applied and completed. Some may require additional steps and/or confirmation screens. If ‘All Filtered Rows’ is selected, you will always be brought to a confirmation page to confirm the action should be applied to the filtered criteria. These are described in detail in the articles for the managers they are found in.


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